A. MTEC - makes the antidote for nerve gas attacks. Very profitable, great balance sheet. Just blew away earnings and guided up.
B. DHB and AH -- they make all the bullet proof vests worn by our boys going into Iraq
C. SRX VNX -- they do the IT services for the CIA and DoD Intelligence. They've been very busy lately. These two stocks are more in the growth category. The other 3 are more value.
D. CDCY -- they make blast resistant windows for embassies.
E. I've also played SSSS. They make urban attack vehicles but they do too much stuff in the offshore oil drilling sector. Not a pure play.
I'm not playing RTN or LMT or BA for several reasons:
1. They are the obvious ones and have already run up. As it stands, they are not cheap.
2. They kill people. DHB AH MTEC CDCY SRX VNX save lives.
B. DHB and AH -- they make all the bullet proof vests worn by our boys going into Iraq
C. SRX VNX -- they do the IT services for the CIA and DoD Intelligence. They've been very busy lately. These two stocks are more in the growth category. The other 3 are more value.
D. CDCY -- they make blast resistant windows for embassies.
E. I've also played SSSS. They make urban attack vehicles but they do too much stuff in the offshore oil drilling sector. Not a pure play.
I'm not playing RTN or LMT or BA for several reasons:
1. They are the obvious ones and have already run up. As it stands, they are not cheap.
2. They kill people. DHB AH MTEC CDCY SRX VNX save lives.


